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Wallace H

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Wallace Hatcher is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent nine years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a team of financial advisors.

General estate planning guidance
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Andrew G

Series 66, Series 63

Atlanta, GA

Morgan Stanley

Andrew Ghimpeteanu is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles at Santander, Auto Tech USA, Capco, and Extended Holiday. Morgan Stanley Wealth Management serves individuals and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and comprehensive investment research.

General estate planning guidance
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Raymond M

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Raymond Mcgrew is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and scenario modeling.

General estate planning guidance
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Janet C

Series 63

Atlanta, GA

Morgan Stanley

Janet Cleveland is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Cleveland holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Richard B

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Richard Battle II is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses. He has 49 years of industry experience and has been with Morgan Stanley Private Bank since 2015, after joining Morgan Stanley Smith Barney in 2009. Outside of his advisory work, he is involved as a partner and owner of the Battle Family Foundation, and he serves in fiduciary roles for various trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and advanced modeling tools while offering comprehensive retail and institutional investment services.

General estate planning guidance
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Steven Z

Series 63

Atlanta, GA

Morgan Stanley

Steven Zamojski is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a board member for House of Cherith, a nonprofit organization based in Atlanta. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

General estate planning guidance
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Michael R

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Michael Radetsky is a financial advisor at Morgan Stanley with 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2025. He holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Shieldox USA LLC, an investment LLC he established to fund private investments. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

General estate planning guidance
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Bryan W

Series 66

Atlanta, GA

Morgan Stanley

Bryan Weiss is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Weiss operates a retail business selling gift cards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services.

General estate planning guidance
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Patrick V

CFP®, Series 63, Series 65

Atlanta, GA

Morgan Stanley

Patrick Varriano is a CFP® with 35 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Global Investment Committee’s return estimates and Monte Carlo simulations.

General estate planning guidance
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Brian F

Series 65, Series 66

Atlanta, GA

Morgan Stanley

Brian Frank is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses and having 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in several investment-related business activities, including partnerships in real estate and lending ventures in Montana and Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenarios developed by its Global Investment Committee.

General estate planning guidance
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Elizabeth B

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Elizabeth Brashear is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Victor F

Series 63

Atlanta, GA

Morgan Stanley

Victor Ferrugia is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and leases over-the-road tractor trailers through Ferrugia Trucking Co. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs structured planning tools and offers its clients access to diverse investment and financial strategies.

General estate planning guidance
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Stephen T

Series 66

Atlanta, GA

Morgan Stanley

Stephen Thomas is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and totaling nine years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

General estate planning guidance
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Susana A

Series 66, Series 63

Atlanta, GA

Morgan Stanley

Susana Alvarado Jimenez is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. She holds Series 66 and Series 63 designations. Her prior work includes roles at E*Trade Securities, the Law Office of Donna M. Kelly, Esq., and Amway Corp. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery conversations and planning tools, supporting clients with advisory services that do not include individual security recommendations in standalone plans.

General estate planning guidance
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Peter M

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Peter Martin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and with 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Richard W

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Richard Watton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 21 years of experience. He has been with Morgan Stanley and its affiliate, Morgan Stanley Private Bank, National Association, since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

General estate planning guidance
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Jonathan B

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Jonathan Braatz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Colleen W

Series 66

Atlanta, GA

Morgan Stanley

Colleen Weaver is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. She previously worked at Suntrust Investment Services and has been with Morgan Stanley since 2019. Outside of her advisory role, she is involved in property management and real estate investment through various ownership and partnership positions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Robert P

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Robert Prater Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Ahmad L

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Ahmad Lajevardi is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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